Market Researches - 25/05/07

Publié le 25 mai 2007 par Jean Arnal

A few set of market information released this week:

According to Ovum-RHK, mobile revenues in APAC, but excluding China, would grow at a CAGR of 2-3% to reach $167bn by 2012. Mobile capex would follow the same curve. But wireline revenues would lost $5bn in the next 5 years to $84bn in 2012. Wireline capex would decline 4-5%. In China, mobile revenues would grow about 16% per year to $123bn by 2012. Capex would grow 5% a year to reach $20bn.
Gartner found that the worldwide server market has grown 4.5% in 1Q07to $12.9bn, while in volume the market grew 6% to 2.1m units. HP remains the volume leader with 30% (+3), ahead of Dell with 21% (-0.6), IBM with 14% (-1), Fujitsu with below 4%. IBM leads the value market with almost 30%, HP is second with 28% and Dell third with just above 11%.
According to RIM, the mobile device maker and service provider will be moving rapidly into the Fixed Mobile Convergence (FMC) market.
Sprint Nextel said that WiMAX chipsets embedded in variety of devices, not just mobile phones; could give it the edge over LTE.
A new study of BroadGroup Tariff Services suggests that MVNOs will continue to grow with worldwide subscriber numbers more than doubling by 2012.
ABI Research is well in advance. It can forecast that by 2014 there would be 300,000 LTE Base Transceiver Stations installed.
Dell'Oro reports that the WCDMA-based mobility infrastructure market was flat in 1Q07, accounting for 16% of the total mobility infrastructure market.
In another report, Dell'Oro said that worldwide IP telephony carrier market declined sequentially in the first quarter of 2007, characteristic of seasonal softness, but continues double-digit year-over-year growth. Equipment sales for core trunk networks continues to climb.
ALU is ranked second in IP/MPLS in 1Q07. Both Synergy and Ovum-RHK gave the second place to ALU, respectively in the Services Edge Router market (22% market share) and in the IP/MPLS Edge Category with 20% market share.
According to Gartner, 2/3 of PDAs sold are using Windows Mobile.
Parks Associates forecasts that there would be 60m IPTV subscribers by 2011.
According to Analysys, China's TD-SCDMA equipment market reaches $960m in Q1.